Signing Off On or Rejecting a Report

The signers review the final report and can either sign off on or reject the report. Signers can use the to search for text in the sign off instance. Additionally, signers can attach a note with details on their action. You can use the PDF preview tools to search on text, toggle thumbnails and other actions.

Figure 5-1 Example of Sign Off Center

Receiving Notifications

When a report package is ready for sign off, a message notifies signers that they can begin their work. For example, in notifications: see Sign Off is required for Management Reports. The sign off is past due.

Select the link to the report package to open the sign off instance in the sign off center.

Figure 5-2 Notifications

To sign off on or reject a report:

1. From a notification, open the report and review the report content.

   Note:

   If the report in the sign off center looks different from the downloaded or printed version, you may be using a font that is not in the cloud service. Contact your service admininstrator to upload your TrueType fonts to enhance the rendering of the report on the web. If you are using Firefox, navigate to Tools, then Options, then General, and then Advanced, and ensure that the check box for Allow pages to choose their own fonts, instead of my selections above is selected.

2. Do one of the following:
   1. If you are satisfied with your review of the report, select Sign Off in the sign off center. If the report is signed off, the report package process is complete, and the report is ready for publication. In Add Note, optionally add a note, and then click Submit.
   2. If you are not satisfied with the review of the report, select Reject in the sign off center. The report package owner can take corrective actions to address any issues noted. In Add Note, optionally add a note, and then click Submit.

After all signers have approved the report, the status of the report package is updated to "Final."